See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,750 | $159,901-58.3% | $146,958-54.6% | $145,922-54.3% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 13.53% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,662 | $5,286-68.6% | $4,933-66.3% | $4,660-64.3% |
| Participant deferral / active EE | $4,550 | $8,428-46.0% | $8,070-43.6% | $6,688-32.0% |
| Admin fee / account holder | $50,378 | $15,044+234.9% | $12,998+287.6% | $13,397+276.0% |